Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
CPD Webinar: don’t dash from cash
Why it’s worth advising on cash As a nation, we have £145bn saved away in fixed-term deposits.* But it's earning next to nothing – with the average ‘high street’ bank...
Where do your clients invest when they feel… …stuck between a rock and a hard place?
Against a backdrop of low interest rates, rising inflation and market uncertainty there are some tough decisions to be made when it comes to reviewing ISA investments. The Prudential ISA,...
Providing advice to an ageing population
The FCA discussion paper on Ageing client and advice DP16/1 asks “how can firms adapt to meet the advice needs of an ageing population“ This paper covers a broad range...
Spending too much time processing protection applications? Want to find ways to increase your protection business?
LifeQuote has been offering a comprehensive application and administration service since 2001. We are the protection service of choice for many advisers throughout the UK from specialist IFAs right up...
Transact price reductions – from 1 April 2017
Transact are again reducing their charges from 1 April 2017. Here’s what’s changing: · Annual Commission charge reducing from 0.31% to 0.30% · Charging threshold of £150,000 reducing to £120,000....
Investment Intelligence Seminars Q1 2017
You are invited to join Invesco Perpetual for year 20 of their Investment Intelligence Seminars - from January 10th to the 9th of March. You are invited to join Invesco...
Key reasons why Transact could help build your business
When Transact launched the first wrap service in 2000, they started something of a revolution. Since then they’ve continued to lead the market and enhance their service offering, providing: The...
Help shape our 2017 Business Development Campaign – Win a Fortnum and Mason Hamper
We would like your input to help decide which types of content we include in this campaign. Our objective is to showcase ideas, support and initiatives from provider firms –...
How to develop your corporate protection practice?
Why corporate business has such potential commercial value · The corporate client has value not only as a corporate entity, but as an opening for personal advice for the senior...
Trump reaction – detailed analysis and investment consequences from Pictet Asset Management
In brief: Donald Trump’s shock victory in the US election could transform the investment landscape. While his plans to deliver fiscal stimulus and tax cuts could provide a much-needed boost...
Maximise your earnings potential? Tried and tested support? Flexibility to be your own boss? Interested?
If you are a self-motivated, successful wealth adviser who wants to be their own boss and build your own business then our client, Mint Wealth Management, would love to talk...
Brooks Macdonald is pleased to announce that the IFSL North Row Liquid Property Fund has been assigned a risk profile of 5 by Distribution Technology
Distribution Technology’s Dynamic Planner Fund Risk Profiles are used by thousands of advisers in the UK. Their analysis of portfolios is robust, well presented and is updated quarterly so advisers...
